Brand: Allianz
Allianz supports you with new modern and effective savings solutions FCPI | Crowdlending ✔ Allianz helps you make the right choice.
allianz-financial-investmentsAllianz is a major player in the insurance and finance sector, founded in 1890. The legal status of the agency is a sole proprietorship (EI), allowing for flexible and responsive management.
The Allianz Mont De Marsan agency is RSE certified by AFNOR, ensuring a commitment to responsible and ethical practices. This certification is a guarantee of trust for clients.
The agency has professional liability insurance, essential for covering risks related to its financial advisory activities.
No negative reports have been recorded for the Allianz Mont De Marsan agency on reporting platforms such as Signal-conso or DGCCRF.
Management fees for financial investments such as FCPI and crowdlending generally range from 1% to 3% of the invested amounts. These fees may fluctuate depending on the complexity of the product and the duration of the commitment.
According to the benchmarks of the French Insurance Federation (FFA), management fees for savings products average 1.5% for traditional investments. Allianz positions itself in the market median.
Prices may vary based on several factors:
The Allianz Mont De Marsan agency has an average rating of 4.5/5 based on 120 reviews collected on platforms such as Google and Trustpilot. This rating reflects high customer satisfaction.
Positive reviews highlight the quality of customer service and the availability of advisors. Recurring negative points sometimes concern response times deemed too long for specific requests.
Reviews from the last three months show a positive trend, with clients satisfied with the new savings solutions offered, particularly crowdlending.
Allianz is subject to the regulations of the Prudential Control and Resolution Authority (ACPR), which imposes obligations of transparency and advice to the client. This includes the duty to inform about savings products and their risks.
Clients have legal guarantees, including the right of withdrawal of 14 days for contracts concluded at a distance, in accordance with the Consumer Code.
The savings products offered by Allianz must comply with the standards of the AMF (Financial Markets Authority) regarding investor protection and fee transparency.
The Allianz Mont De Marsan agency mainly operates in the cities of Mont De Marsan (40000) and Villeneuve De Marsan (40190).
The agency's specialties include financial investments, savings, and investment advice. Advisors are trained to assist clients in choosing the solutions best suited to their profile.
The time to get an appointment with an advisor is generally 48 hours. Responses to quote requests can take up to 5 business days.
Management fees generally range between 1% and 3% of the invested amounts, depending on the complexity of the product.
It is advisable to define your financial objectives, your risk profile, and consult an advisor for personalized recommendations.
The timelines for getting an appointment with an advisor are generally 48 hours.
Yes, clients have a right of withdrawal of 14 days for contracts signed remotely.
The agency offers modern savings solutions, including FCPI and crowdfunding options.
The appointment starts with an assessment of your needs, followed by personalized recommendations and explanations about the products offered.
All investments carry risks, including capital loss. It is essential to understand the products well before investing.
Yes, it is possible to manage certain investments remotely, but a physical appointment is recommended for personalized advice.
The agency is open from Monday to Friday from 9 AM to 6 PM, with adjusted hours by appointment.
Promotional offers may be available; it is advisable to inquire directly with the agency.
You can contact the agency by phone, email, or by visiting in person.
It is advisable to bring recent financial documents to facilitate the assessment of your needs.
Investment management is carried out by qualified advisors who regularly monitor the performance of your portfolio.
Crowdfunding allows you to diversify your investments and support local projects while obtaining potential returns.
Yes, it is possible to modify your investments, but this may incur fees depending on the product conditions.
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